In 2021, SMBs applied resilience and creativity to overcome incredulous financial challenges.
Small and medium-sized businesses often rely on capital, and many struggle to obtain financial backing. So, what lessons have been learned in 2021 and what does the future hold for SMBs?
Learn how to be finance flexible and improve your organization’s forecasting, planning, & budgeting for future growth at the SMB Finance Half-Day Leadership Forum. With a focus on readiness for unforeseen costs, steadying for a rebound, and managing cash flow to prepare for the unknown, you will learn proven finance tactics from industry leaders.
Attend the Argyle Digital: SMB Finance half-day forum, which will cover:
11 AM - 11:30 AM ET
Abstract coming soon!
Kevin McDonnellSenior Vice President and Chief Financial OfficerAeroVironment
11:35 AM - 12:05 PM ET
Abstract coming soon!
12:10 PM - 1 PM ET
CFOs and their dedicated teams have overcome yet another challenging year of unforeseen challenges, forcing organizations to continuously adapt to new realities. Small and midsize businesses, in particular, were forced to champion innovation and new transformations to remain agile. By replacing siloed work methodologies with meaningful collaboration, finance leaders are able to strengthen teams and steady organizational revenue.
In this timely panel discussion, you will learn how to:
Christopher HollingerChief Financial OfficerRethink Food NYC
Dipti AroraVice President of Finance CircleCI
David LeviSenior Vice President Controller, Principal Accounting OfficerVonage
1:05 PM - 1:35 PM ET
As the role of finance evolves, many organizations continue to invest heavily in the FP&A function to achieve more strategic insights and advance future planning capabilities. FP&A teams are critical to the overall finance function and provide extensive scenario modeling while monitoring key priorities including cash flow and liquidity. However, with the continuously changing economic landscape, CFOs are looking to reinvent the FP&A function to not only strengthen the entire enterprise but prepare for the future unknown.
Join this insightful keynote presentation, which will address how to:
Philip PeckVice President, Advisory Services and Finance Transformation PracticePeloton Consulting Group
We are proud to share with you the following Argyle Industry Influencers. Their contributions to Argyle help keep the programs we offer our membership current and relevant, so we can continue delivering you premiere experiences, content development, and membership engagement.
Sue Cheung is an audit committee financial expert and versatile leader in all areas of finance, accounting and tax. She is currently a CFO of a NASDAQ listed technology company, a board member to a nonprofit institution and a finance committee chair to a venture firm. Her 25+ years of work experience spans from manufacturing, semiconductor technology, AI software, to public accounting and venture capital. She has broad knowledge and experience in oversight of financial reporting, internal and external audit, risk management, capital financing and investor relations. She is well-versed in operational strategy while ensuring financial compliance. Sue is highly qualified to serve as an Audit Committee Chair on a Public Board. She is also well-suited to bring her public and private company CFO experience to the board of a pre-IPO company.
While serving as a CFO at QuickLogic (NASDAQ: QUIK), Sue led a strategic acquisition of an AI SaaS Company, which enabled the semiconductor company to provide end to end platform solutions. For 13 years, she has served as a key business advisor to the board and the executive team, driving worldwide operational strategy by investing in core technology while reducing 30%+ operating expense. Over the past five years, she completed $100+ million capital financing in the form of public offerings and private investments (PIPEs). With her extensive investor networks, Sue developed an outreach plan that increased institutional ownership by 3X in one year.
At Dell Sonicwall (NASDAQ: DELL), Sue led pre and post-acquisition integration in three M&A transactions in 12 months. She managed all external reporting and consolidations of 20+ international entities. While working at VeriFone (NASDAQ: PAY), she was a key contributor in the company’s IPO and subsequent secondary offerings.
Sue oversaw finance, operations, HR, legal, IT and facilities when she served as CFO and COO at Fortrend, a private semiconductor equipment company. She improved operational efficiency by implementing a new manufacturing process and a new ERP system. As head of Finance & Administration at eBest Mobile, an early stage startup in CRM, Sue secured $20M+ venture funds in Series A, scaled business and grew the team by 10X in 18 months. Both companies were successfully sold to large international acquirers.
Sue started her career as an auditor and a tax consultant at PriceWaterhouseCoopers (PwC). Over her five-year tenure, she served various public and IPO clients in industries from real estate, government, hospitality (Coopers&Lybrand in Miami), to technology, life science and manufacturing (PwC in San Jose).
Sue currently serves as a board member for the Association of Corporate Growth (ACG) and is a finance committee chair at Reaction, a venture capital and private equity firm. She is an active member of the CFO Council at Global Semiconductor Alliance (GSA). Every month, she co-leads Stanford GSB Women Circle in Peninsula. She is a member of Financial Executive International, AICPA and California Society of CPAs.
Sue earned a Ph.D. in Business Administration and a Master of Accounting from Florida International University. She completed the Stanford Executive Program in 2019 from Stanford Graduate School of Business. She is a California Certified Public Accountant (CPA).
Sue is bilingual in English and Mandarin Chinese.
Technology Driven, Transformational Leader, Innovative CFO, Globally Focused: As a forward-thinking CFO, I apply technology to create organizational efficiencies and to drive actionable insights. I lead and develop digitally empowered teams. In my role at Intercontinental Hotels Group, I oversee financial management and oversight of a $700M+ business budget partnering with Global Commercial and Technology Leadership (CCTO) to plan and deliver high priority programs.
Passionate about developing leaders at all levels both inside my organization and outside in the community. I sit on the Advisory Board of the CFO Network of Executive Women (NOW) and a Board member of the CFO Leadership Council.
Nayab Siddiqi is a Finance professional with over 25 years of experience that he gained while working at leadership positions for highly respected global organizations. His experience spans several industries including Payments, Technology, Investment Banking & Private Equity, Oil & Gas, Manufacturing and Professional Financial Services. He had the privilege of working in various parts of the world where he assumed key responsibilities and gained valuable insight into global business and financial environment. His global experience spans North America, Europe, Asia Pacific, Middle East, South East Asia and Africa. His key areas of expertise include Business and Financial Strategy, Corporate finance, and Financial Management.
Nayab is presently working as Chief Financial Officer and Head of Strategy for REZY360 Inc. a Silicon Valley based technology company that provides technology and services to the travel sector. He is also Managing Partner of ZAYNA Ventures which is a company providing Business Incubation, Business Acceleration and Global expansion services.